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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jaime Anaya (CRD# 4626328) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pelham, NY and has over 11 years of experience in the finance industry.
Michael Anders (CRD# 4661709) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 20 years of experience in the finance industry.
By utilizing my experience and knowledge as a Certified Financial Planner, I create a roadmap for my clients' financial life. I call this roadmap their holistic financial plan.
While investment management is one very important part of my clients' financial plans, our conversation will not end with just investments. The advice I provide begins with understanding my clients' needs, wants, and wishes, their current financial position, as well as, all future changes. Once I have identified what's important to my client's and their families, I chart a course of action to help them achieve their goals.
Donna Andersen (CRD# 2006350) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New York, NY and has over 28 years of experience in the finance industry.
Erik Andersen (CRD# 6054505) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 9 years of experience in the finance industry.
Nicole Andersen (CRD# 2145515) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 32 years of experience in the finance industry.
Scott Andersh (CRD# 2808311) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jersey City, NJ and has over 8 years of experience in the finance industry.
Alec Anderson (CRD# 6546145) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 6 years of experience in the finance industry.
Andrea Anderson (CRD# 2785857) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 16 years of experience in the finance industry.
Burke Anderson (CRD# 6228025) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 7 years of experience in the finance industry.